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Retaining 100% of its clients is every small business dream. As a tax professional, with only 3 months to make most of your revenue, you have your work cut out for you when it comes to client retention. And of course having minimal interaction with clients during the year does not make it any easier.

Simply providing basic tax preparation services is no longer sufficient. As competitors enter your market, it’s crucial that you are the most innovative tax professional on your block and that you never have to turn away clients for not having enough money to pay for your services upfront.

Fortunately, we are here to help. We’ve created an infographic to give you a snapshot of how tax refund bank products work and the benefits of offering them in your office for you and your clients.